PaymentPlan with funds


The Flexible Payment Plan

Do you want to have an additional regular source of income after retirement and to profit from your assets for as long as possible? You can do both with the Zurich Invest Payment Plan – individually tailored to your requirements.

Benefits at a glance

  • Your invested assets allow you to have regular additional income
  • You determine the amount of the contributions and the payment plan entirely according to your requirements
  • Thanks to active asset management, you can take advantage of attractive potential returns
  • You choose the investment strategy that fits you
  • You can withdraw your available capital at any time

More details

With the Zurich Invest PaymentPlan, a single contribution or multiple contributions allow you to receive additional income alongside OASI and pension fund benefits for the duration of the plan. Furthermore, active asset management enables you to take advantage of attractive potential returns.

Good to know

  • Minimum payment CHF 20,000; minimum pension: CHF 200 per installment
  • Annual, semi-annual, quarterly or monthly payments possible
  • The Zurich Invest PaymentPlan is a product of Zurich Invest Ltd, which manages more than CHF 40 bn and, as an asset manager for collective capital investments, is subject to the supervision of the Swiss Federal Financial Market Supervisory Authority (FINMA)

Unique investment, individual profit

  • You determine the total contributions according to your needs and ability to pay
  • You establish your payment plan individually in order to define which withdrawal amounts you wish to collect when and for how long
  • In the event of a positive performance, the withdrawal period is extended
  • Payment of the available capital is possible at any time

Security and potential returns

  • The assets are invested in Zurich Invest Asset Management, where they are professionally invested
  • In the case of the payment plan with immediate payouts, an amount equal to three annual withdrawals is paid into into an account without negative interest
  • You choose between three investment strategies – according to your risk tolerance and return expectations
  • Thanks to automatic regrouping throughout the duration, investment risk is reduced over time
  • Investment funds are subject to value fluctuations and currency risks. Unfavorable market performance can shorten the duration of your payments

Guaranteed flexibility

  • You can pay in additional amounts at any time
  • You can adjust your investment strategy and the amount and duration of the payments as required

Advising you

Combining additional payments and attractive potential returns. We would be glad to advise you.

Other products

Man and woman

Financial or retirement planning

Set a course for your personal future now. We support you in this process – with comprehensive financial or pension planning.

happy elderly couple

Zurich pensions - a secure income

The Zurich pension provides a guaranteed payment - for as long as you live.

Relax Assistance

Travel Insurance

Whatever happens before and during your trip or when you’re home again, keep safe with Relax Assistance Travel Insurance.


Couple look at skyline at sunset.

Design your future with us

Comprehensive financial or retirement planning is the first step on the way to a relaxed retirement.

Realize your dreams with the right pension when you retire

Leonardo has built up a successful business in “Gelateria Leonardo”. Now he is 56 – and is starting to think about what else he would like out of life.
Woman, man and piggy bank

Make your retirement provision a priority!

The money from the 2nd pillar, the pension fund, is often the largest component of your income in old age. To ensure good protection, each and every one of us should know as precisely as possible how much money will flow from which pillar. This enables us to plan for the future and close any gaps.
Zwei Jogger auf dem Vitaparcours im Wald

The best provision for your health

The Zurich vitaparcours is as much a part of Switzerland as cheese: What initially began as something for real gymnasts has now become an enjoyment for everyone – including Roman and Timo.
Smiling couple sitting at the table

"Pension or lump-sum payment?" A question of happiness for Kurt and Franziska

They are currently debating whether to have their retirement assets paid out as a lump sum or whether to draw a pension. We put three suggestions to the test.
Man in white T-shirt smiling on the balcony

Retirement planning becomes a key issue when you turn 50

Those who wish to enjoy a well-funded retirement should start to take stock of the situation once they turn 50 and carry out a thorough review of their retirement planning.
Woman standing in a town smiling at her camera

Retirement à la carte

Udo Jürgens once sung: "Life begins at 66." When do you want to retire? As early as possible, at the normal time or preferably a bit later?
businesswoman in the office

Optimizing income in retirement

The Vita Invest Collective Foundation has developed a new type of product to achieve the highest possible retirement benefits.